+27.9%
BABA vs SOUN
-52.9%
+80.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.5% | +4.8% | +1.4% |
| 7D | +11.6% | -2.6% | +14.2% | +11.7% |
| 30D | +2.3% | -27.0% | +29.3% | +3.4% |
| 3M | -13.7% | -41.9% | +28.3% | -12.1% |
| 6M | -21.9% | -56.1% | +34.2% | -19.8% |
| YTD | -24.6% | -58.8% | +34.1% | -22.7% |
| 1Y | -34.1% | -71.1% | +37.0% | -31.7% |
| 3Y | +36.3% | +130.9% | -94.6% | +32.9% |
| All | +27.9% | -52.9% | +80.8% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SOUN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling